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Atria Wealth Solutions’s S&P Global SPGI Stock Holding History

Atria Wealth Solutions’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.44M Sell
4,622
-6,326
-58% -$3.16M 0.06% 365
2025
Q1 		$5.56M Sell
10,948
-571
-5% -$292K 0.07% 309
2024
Q4 		$5.74M Buy
11,519
+1,265
+12% +$642K 0.06% 322
2024
Q3 		$5.3M Sell
10,254
-471
-4% -$233K 0.06% 329
2024
Q2 		$4.78M Sell
10,725
-1,044
-9% -$448K 0.05% 352
2024
Q1 		$5.01M Buy
11,769
+377
+3% +$163K 0.06% 340
2023
Q4 		$5.02M Buy
11,392
+963
+9% +$380K 0.06% 307
2023
Q3 		$3.81M Buy
10,429
+574
+6% +$226K 0.05% 360
2023
Q2 		$3.95M Buy
9,855
+2,854
+41% +$1.04M 0.05% 351
2023
Q1 		$2.41M Buy
7,001
+110
+2% +$38.7K 0.04% 483
2022
Q4 		$2.31M Buy
6,891
+261
+4% +$86K 0.04% 461
2022
Q3 		$2.02M Sell
6,630
-1,880
-22% -$673K 0.04% 475
2022
Q2 		$2.87M Buy
8,510
+2,334
+38% +$832K 0.05% 352
2022
Q1 		$2.53M Buy
+6,176
New +$2.52M 0.04% 418

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's SPGI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its S&P Global (SPGI) stake by 58% in Q2 2025, selling an estimated $3.16M and leaving 4,622 shares worth $2.44M. The position accounts for 0.06% of the portfolio, ranked #365.

Atria Wealth Solutions first reported a position in SPGI in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.74M in Q4 2024. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Atria Wealth Solutions held 4,622 shares of S&P Global worth $2.44M as of Q2 2025.
  • Atria Wealth Solutions sold 6,326 S&P Global shares in Q2 2025, an estimated $3.16M.
  • S&P Global made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #365 holding.
  • Atria Wealth Solutions first reported a position in S&P Global in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's S&P Global position peaked at $5.74M in Q4 2024.
  • 2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.